Your participants depend on you to help them prepare for a healthy retirement. That’s why you carefully select and monitor funds, navigate regulatory changes, and continually seek lower costs. Managing a retirement plan can be complicated and time consuming, but Callan can help you every step of the way.
As one of the largest, independent investment consulting firms, we’ve advised many of the most complex defined contribution plans for decades.
We’ve listened and learned from clients like you, crafting a listen-first, peer-reviewed process to align our advice with your specific considerations. Your plan’s goals and complexities require deep experience and a sound fiduciary process.
Whether you’re scrutinizing fees, implementing financial wellness initiatives, or considering delegating plan decisions, we’ll make it simple for you.
Our experienced, responsive consultants — backed by expert researchers and specialty teams — will work with you to create a true investment partnership that keeps your needs and good governance at the center of the conversation.
For institutional investors with corporate DC plans, it’s a challenge to:
Take the long view
Carefully consider risk
Set a plan
Seek to lower costs
Navigate regulatory changes
Years Callan has partnered with defined contribution plans
Defined contribution clients
Average defined contribution plan client assets
Services for corporate DC plans
- Recordkeeper evaluation and selection
- Fund option evaluation and selection
- Comprehensive fee studies
- Plan governance and risk evaluation
- Target date suitability and retirement income evaluation
- Discretionary services
Callan has been crafting and managing tailored delegated plans for large DC plans for decades. More recently, we’ve built a streamlined approach for DC clients who want to simplify cost management, appreciate the value proposition of active management where appropriate, and delegate investment authority to a discretionary manager.